Kingswood Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,710 shares of ITOT stock, worth $463,935. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,710
Previous 2,526 46.87%
Holding current value
$463,935
Previous $291 Million 51.3%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$108.78 - $119.23 $128,795 - $141,168
1,184 Added 46.87%
3,710 $441 Million
Q1 2024

Apr 15, 2024
SELL
$103.16 - $115.3 $70,251 - $78,519
-681 Reduced 21.23%
2,526 $291 Million
Q4 2023

Jan 16, 2024
BUY
$90.04 - $105.69 $288,758 - $338,947
3,207 New
3,207 $337 Million

Others Institutions Holding ITOT

# of Institutions
1,338
Shares Held
302M
Call Options Held
97.2K
Put Options Held
16.1K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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